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Old 08-12-2008, 03:17 PM
Cal Learner-- MVP
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Default Re: Autofill Payee

In microsoft.public.money, bcpjeff wrote:

- quote -

> I am using Microsoft Money 2002, which came with an old computer. I
> import transactions from my credit union manually; that is I export a
> file which Money imports. It generally works well, but I just started
> using it in a new computer with VISTA and an old problem has gotten
> worse.
> Money somehow confuses my mortgage, credit card and utility
> companies. When I change the mortgage company name, Money
> automatically changes all instances of the that name, even when they
> are wrong. How can I stop this process, even if I have to enter the
> payee manually every time?


What may be happening is that you have a phrase such as
"AUTOPAY PAYMENT" or some such. When you tell Money that is the same
as the mortgage company, it is assuming that is the mortgage company
when it sees that again.

Newer versions have a feature , the
Payee Rules Manager, in which Excluded Payee Names
identifies words and phrases that should be ignored from the payee
field (e.g., check, deposit). So adding "AUTOPAY PAYMENT" to that
list would cause Money to ignore that phrase.

I don't know of a Money 2002 setting to not have Money guess the
payee.

  #-1  
Old 08-12-2008, 02:16 AM
bcpjeff
Guest
 
Posts: n/a
Default Autofill Payee

I am using Microsoft Money 2002, which came with an old computer. I
import transactions from my credit union manually; that is I export a
file which Money imports. It generally works well, but I just started
using it in a new computer with VISTA and an old problem has gotten
worse.

Money somehow confuses my mortgage, credit card and utility
companies. When I change the mortgage company name, Money
automatically changes all instances of the that name, even when they
are wrong. How can I stop this process, even if I have to enter the
payee manually every time?
 

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autofill, payee
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